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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DLG
1976
Daniel L. Goodwin
$238K
GFP
1977
Gryphon Financial Partners
Ohio
$237K +$3.38K +14 +1%
JC
1978
JB Capital
Connecticut
$237K -$1.69K -7 -0.7%
CWA
1979
Centennial Wealth Advisory
Michigan
$237K -$134K -555 -35%
GSAM
1980
Grant Street Asset Management
Pennsylvania
$237K
AGA
1981
Accuvest Global Advisors
Utah
$236K -$249K -1,030 -50%
FA
1982
FDx Advisors
Illinois
$236K
CBFP
1983
Cedar Brook Financial Partners
Ohio
$235K -$725 -3 -0.3%
BFG
1984
Beacon Financial Group
Texas
$234K -$12.1K -50 -4%
MPW
1985
Monterey Private Wealth
California
$233K -$54.4K -225 -18%
CB
1986
Cadence Bank
Mississippi
$233K -$841K -3,477 -77%
AP
1987
Americana Partners
Texas
$233K +$246K +1,016 New
SL
1988
Salomon & Ludwin
Virginia
$232K +$484 +2 +0.2%
HCM
1989
Hollencrest Capital Management
California
$232K
ST
1990
Sabal Trust
Florida
$231K -$288K -1,190 -54%
DWA
1991
Delos Wealth Advisors
Texas
$231K -$1.2M -4,959 -83%
CAM
1992
Concorde Asset Management
Michigan
$231K +$1.21K +5 +0.5%
EM
1993
Excalibur Management
Massachusetts
$230K
LSPW
1994
Lake Street Private Wealth
Illinois
$230K -$23.9K -99 -9%
FPB
1995
First PREMIER Bank
South Dakota
$230K +$11.6K +48 +5%
NAM
1996
NTV Asset Management
West Virginia
$230K
MRCM
1997
M&R Capital Management
New Jersey
$230K
WCM
1998
Wedge Capital Management
North Carolina
$230K +$9.91K +41 +4%
HWM
1999
HFR Wealth Management
New York
$229K -$23.2K -96 -9%
BONST
2000
Bank of Nova Scotia Trust
Ontario, Canada
$229K -$266K -1,100 -52%